Butensky & Cohen Financial Security’s Unilever UL Stock Holding History

Butensky & Cohen Financial Security’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.22M	Buy	86,756 +2,754	+3%	+$159K	1.29%	39
2026 Q1	$4.79M	Buy	84,002 +1,839	+2%	+$123K	1.26%	42
2025 Q4	$5.37M	Buy	82,163 +1,281	+2%	+$86.1K	1.45%	30
2025 Q3	$5.39M	Buy	80,882 +651	+0.8%	+$44.9K	1.5%	26
2025 Q2	$5.52M	Sell	80,231 -1,054	-1%	-$74K	1.64%	18
2025 Q1	$5.45M	Sell	81,285 -376	-0.5%	-$24.3K	1.67%	14
2024 Q4	$5.21M	Buy	81,661 +183	+0.2%	+$12.4K	1.64%	16
2024 Q3	$5.95M	Sell	81,478 -4,943	-6%	-$342K	1.77%	5
2024 Q2	$5.35M	Sell	86,421 -159	-0.2%	-$9.4K	1.7%	11
2024 Q1	$4.89M	Buy	86,580 +646	+0.8%	+$35.8K	1.52%	25
2023 Q4	$4.69M	Buy	85,934 +179	+0.2%	+$9.66K	1.56%	18
2023 Q3	$4.77M	Buy	85,755 +3,920	+5%	+$227K	1.73%	5
2023 Q2	$4.8M	Sell	81,835 -6,007	-7%	-$357K	1.73%	6
2023 Q1	$5.13M	Sell	87,842 -642	-0.7%	-$36.5K	1.85%	1
2022 Q4	$5.01M	Buy	88,484 +2,987	+3%	+$160K	1.85%	3
2022 Q3	$4.22M	Buy	85,497 +10,427	+14%	+$545K	1.75%	5
2022 Q2	$3.87M	Buy	75,070 +18,129	+32%	+$923K	1.58%	14
2022 Q1	$2.92M	Buy	+56,941	New	+$3.17M	1.03%	58

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Butensky & Cohen Financial Security's UL Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its Unilever (UL) stake by 3.3% in Q2 2026, buying an estimated $159K and bringing the position to 86,756 shares worth $5.22M. The position accounts for 1.29% of the portfolio, ranked #39.

Butensky & Cohen Financial Security first reported a position in UL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.95M in Q3 2024. 296 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Butensky & Cohen Financial Security held 86,756 shares of Unilever worth $5.22M as of Q2 2026.
Butensky & Cohen Financial Security bought 2,754 Unilever shares in Q2 2026, an estimated $159K.
Unilever made up 1.29% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #39 holding.
Butensky & Cohen Financial Security first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
Butensky & Cohen Financial Security's Unilever position peaked at $5.95M in Q3 2024.
296 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.